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Td Bank SB Specialist II United States, New York, New York 632616110
Depth & Scope:
- Manages larger and more complex territory
- Actively calls all New Small Business customers that have opened accounts in partner stores and completes a customer assessment
- Actively calls SB customers assigned and meets with them as necessary to deepen relationship, manage customer service issues, and identify product needs
- Actively generates sales and referrals to all business partners in the bank to help meet the comprehensive financial needs of Small Businesses, including: RMLM, Merchant, Commercial, Treasury Management, Credit Card, Retail (B@W, Money Out, Money In), Wealth
- Assigns SB Customers to proper TD Relationship Manager based on customer parameters
- Directly manages group of Stores loan portfolio within Front End Fulfillment process, responsible for the origination, structuring and closing of all non RMLM Small Business loan requests
- Develops Small Business product expertise to properly vet potential product fits for our customer base
- Works with the Stores and Commercial Bank to ensure superior Customer service as measured by CWI
- Manages Portfolio of all loans in Front End Fulfillment process including relationship checkups and the renewal process
- Contributes toward the achievement of Small Business Banking sales and business development objectives by meeting or exceeding individual sales goals
- Possesses comprehensive knowledge of the local market, competitive offers, and economic trends
- Works closely with the Small Business Credit Center and SBB product groups to ensure satisfactory customer response times for new credit applications
- Reviews all reports, including, but not limited to pipelines, dashboards, etc. to ensure accurate and complete reporting, evaluating performance weekly
Education & Experience:
- Bachelor's Degree or equivalent experience
- 7+ Years of related experience
- Four years of calling and lending or credit support related experience at the Small Business level
- Demonstrated ability to achieve and exceed marketing goals
- Proven ability to understand and analyze personal and business financial statements
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
- Domestic Travel – Occasional
- International Travel – Never
- Performing sedentary work – Continuous
- Performing multiple tasks – Continuous
- Operating standard office equipment - Continuous
- Responding quickly to sounds – Occasional
- Sitting – Continuous
- Standing – Occasional
- Walking – Occasional
- Moving safely in confined spaces – Occasional
- Lifting/Carrying (under 25 lbs.) – Occasional
- Lifting/Carrying (over 25 lbs.) – Never
- Squatting – Occasional
- Bending – Occasional
- Kneeling – Never
- Crawling – Never
- Climbing – Never
- Reaching overhead – Never
- Reaching forward – Occasional
- Pushing – Never
- Pulling – Never
- Twisting – Never
- Concentrating for long periods of time – Continuous
- Applying common sense to deal with problems involving standardized situations – Continuous
- Reading, writing and comprehending instructions – Continuous
- Adding, subtracting, multiplying and dividing – Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Our Total Rewards Package
awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.
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